Set up purchasing categories

Article • 4/27/2026 • 1 min read

Purchasing categories let you assign the proper general ledger (GL) accounts to all items, to customize purchasing categories for your purchasing system, and to group materials purchased for production and general operations.

Made2Manage contains three predefined purchasing categories: inventory, job orders, and sales orders.

To set up purchasing categories

  1. Open the Purchasing Categories (PCAT) page.

    • Select Utilities > Company Setup > Production > Purchasing Categories.

      Or

    • Search for PCAT or Purchasing Categories in the Navigation box and then select Purchasing Categories.

      The Purchasing Categories (PCAT) page appears.

  2. Click Newon the Toolbar.

  3. Type the numbers or letters you want to assign to the purchasing category in the Purchase Category box.

  4. Describe the purchasing category in the Description box.

  5. Click the GL Account No lookup reference.

    The Lookup For GL Account No window appears.

  6. Highlight a row and click Select. Or, double-click the general ledger account to assign to the purchasing category.

    Click Cancel to exit from the Lookup For GL Account No window.

  7. Click Save to keep the changes.

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